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Defining Walkthrough positioning options

From the Adopt Editor left-side panel, access the Properties of a Step and open the Position tab:

Under Step position:

  • Preview the element associated with the Step on the web application page. If needed, Reselect the element. Refer to the Using Element Selector in Adopt Editor documentation.

    • If the system cannot display your preferred position due to space constraints, Adopt places it in the most suitable position in a clockwise direction.

  • Navigation lets you direct users to a specific page when they reach the Step. The Location URL pattern makes pages with dynamic addresses more stable for Guide purposes.

  • Target Key pages by ticking Show matches and/or selecting a key page from the list. You may also use the Search bar to filter the results by name.

    • Predefined key pages allow you to associate the step with a dynamic URL still recognizable by Nexthink Infinity, for example: https://impl.workday.com/*/d/home.htmld

    • If you have no matching key pages, refer to the Key pages documentation for more information.

    • Ignore key page selection and define a static URL under Navigation if needed.

  • Optionally, enable or disable Element selectors—configured by default in Nexthink Infinity Adoption settings—to make them specific to this step.

When using Adopt Editor within an application with iframes, the Show matches option cannot display the matching key page for the iframe in which the target element resides.

In these cases, Reselect the target element to display the matching key page.

  • Enable position recalculation when the user scrolls in cases where you have multiple containers with scroll bars aside from the main page. Generally, Adopt attempts to scroll through the main page to reach a step's associated element. Enable this option and specify a container by its element ID to restrict the scrolling to that container.

  • Enable or disable Guide defaults present in the Nexthink Adoption settings:

    • Navigate to URL address when step is shown: Enable this setting to automatically navigate to the configured URL address when this step is visible to the user.

      • This setting cannot be enabled on the first step of a Walkthrough.

    • Ignore recorded query parameters: When a step navigates to a specific URL that contains a query, for example http://google.com/?query, enable this setting to disregard the query, meaning everything after/?, and only use the base URL.

    • Display step when element is not covered: Generally, Adopt displays steps even when the associated elements are being overlapped by a modal window or dialogue. Enable this setting to ensure the step only displays when the element is not being overlapped by other elements.

    • Scroll to view element: Enable this setting to automatically scroll the page until the associated element is visible.

      • Center element when scrolling: Generally, Adopt attempts to scroll to an element in a way that respects page spacing. Enable this setting to attempt to center it relative to the page.

    • Set custom offset for scroll to view element: The nature of certain web pages can cause scrolling calculation errors. Enable this setting and add a value in pixels to add that much additional distance to the scrolling. This offset is added to the direction Adopt is scrolling towards during a given step.

    • Select an Orientation to determine the direction from which the step renders, based on the associated element's position.

      • Auto is the default setting. Steps render from the top unless the element is at the top of the page, in which case they render from the bottom.

      • Select top, right, bottom or left to specify a rendering direction.

Use the Orientation, Custom region and z-index options to define the Step position relative to the selected element.

Under Custom region:

Defining a Custom region allows you to expand or reduce the highlighted area of an element when the relevant step is visible.

  • Crop to content allows Adopt to attempt to define an area that contains only the relevant content of the element, such as a text label, rather than the entire element.

    • This setting may not function due to improper page formatting.

  • Define directional Padding, in pixels, to shape the custom region to suit your needs.

Under Z-index:

Select a Z-index source to determine the z-index origin point from which the Nexthink extension renders the step.

  • Theme uses the Nexthink default z-index value of 73999.

  • Element uses the associated element's z-index value, determined via page formatting.

  • Manual allows you to define z-index values for the shadow and step. Ensure the step has at least an increment of 1 over the shadow for correct display.

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